Overview
Senior Portfolio Administrator Jobs in Montréal, Canada at Leith Wheeler Investment Counsel Ltd.
Title: Senior Portfolio Administrator
Company: Leith Wheeler Investment Counsel Ltd.
Location: Montréal, Canada
Category:
Elevate your career at Leith Wheeler Investment Counsel Ltd. as a Senior Portfolio Administrator in Montréal. This role focuses on client account management and day-to-day office operations.
Leith Wheeler, an independent investment management firm, seeks a Senior Administrator for its growing Montréal office. In this pivotal role, you will oversee client account administration and ensure the smooth functioning of office operations. You’ll collaborate closely with Portfolio Managers to guarantee accuracy, organization, and efficiency in client interactions and office activities.
Key Responsibilities:
• Manage Montréal client account administration with accuracy
• Lead onboarding, transfers, and closures under regulatory compliance
• Produce client reports and documentation for transactions
• Oversee daily office operations and reception duties
• Coordinate procurement and vendor relations for office supplies
Requirements:
• 10+ years in investment or financial services
• Proficient in Excel, Word, PowerPoint, and Outlook
• Bilingual:
English and French, spoken and written
• Ability to manage multiple tasks and shifting priorities
• Strong attention to detail and client service mindset
Bring your operational skills and client focus to support Leith Wheeler’s mission in Montréal.
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